Spreadly Integrations CRM Integrations Freshworks CRM

Sync all your leads from Spreadly with Freshworks CRM

Q: What is the Freshworks CRM Integration for Spreadly?

The Spreadly and Freshworks CRM integration is a seamless, no-code solution designed to automate lead management. With this integration, you can automatically sync your Spreadly leads directly into your Freshworks CRM account, streamlining processes and automations.

Q: How do I export leads to Freshworks CRM?

Once your Spreadly account is connected to Freshworks CRM, your leads will sync automatically with Freshworks CRM. You can choose to have new contacts exported to Freshworks CRM automatically or manually, based on your preference.

Q: Will updates automatically sync with Freshworks CRM?

Absolutely. The Spreadly and Freshworks CRM integration automatically updates any changes made to a lead's details in Spreadly, and these updates are seamlessly passed to Freshworks CRM. No manual effort is required, reducing the risk of outdated or incorrect information.

Q: Is the integration with Freshworks CRM secure?

Yes, maintaining the security of your data is a top priority for us. The Freshworks CRM integration adheres to industry-leading security protocols, ensuring that your contact information remains private and secure. You can learn more about our data privacy here: https://spreadly.app/en/legal/privacy.

Q: Are any technical skills required to integrate with Freshworks CRM?

No, you don't need any technical skills to connect Spreadly with your Freshworks CRM account. You can directly connect to Freshworks CRM from your CRM integrations and simply confirm this by signing into your Freshworks CRM account. In some cases, the integration might require approval from your IT department.

Q: I've set up custom fields; can they be synced with Freshworks CRM as well?

Yes, you can configure the Freshworks CRM fields within the custom field attributes in Spreadly. This allows you to map the lead attribute to the corresponding field within Freshworks CRM. If you have any specific setup requirements for field mapping, feel free to contact us.